BeOne onthult op de 23e jaarlijkse Global Healthcare Conferentie van Morgan Stanley

Truist initiated coverage of BeOne Medicines with a Buy rating and $400 price target. The firm expect Brukinsa's revenue stream to sustainably support the company's operations and drive BeOne Medicines toward the guided positive free cash flow by 2025, the analyst tells investors in a research note. The company's leadership position in CLL - chronic lymphocytic leukemia - is well-solidified by Brukinsa's differentiation and the franchise's comprehensive growth strategy, including proprietary next-wave assets such as sonrotoclax and BTK CDAC, Truist added.

RBC Capital raised the firm's price target on BeOne Medicines to $408 from $395 and keeps an Outperform rating on the shares. The Ziihera phase III HORIZON-GEA update clears the way for a potential 1L approval in combination with Tevimbra and chemotherapy and adds incremental upside to shares, the analyst tells investors in a research note.

Morgan Stanley analyst Sean Laaman raised the firm's price target on Jazz Pharmaceuticals (JAZZ) to $205 from $185 and keeps an Overweight rating on the shares. Jazz reported positive topline results for the HERIZON-GEA-01 trial evaluating Ziihera, a bispecific HER2-directed antibody, in combination with chemotherapy, with or without BeOne Medicine's (ONC) PD-1 inhibitor Tevimbra, as first-line treatment for HER2-positive locally advanced or metastatic GEA, but and while limited details were provided, Jazz indicated a highly competitive profile ahead of the sBLA submission in 1H26, the analyst tells investors in a research note. Ziihera plus chemotherapy and Ziihera plus tislelizumab and chemotherapy demonstrated highly statistically significant and clinically meaningful improvements in progression-free survival compared to the control arm, positioning Ziihera as a potential new standard of care for first-line HER2-positive GEA, replacing trastuzumab in this setting, the firm says.

Jefferies raised the firm's price target on BeOne Medicines to $420 from $398 and keeps a Buy rating on the shares following a fireside chat and investor breakfast with management in London. The firm notes that management believes its chronic lymphocytic leukemia franchise will deliver "best-in-class" therapy to the full spectrum of CLL market. BeOne is advancing solid tumor pipeline at full speed with data in 2026, Jefferies told investors in a research note.